Evaluating bids

Appointment Setter | Virtual Assistant

Published on the November 30, 2022 in Admin Support

About this project


Growing mortgage brokerage is looking for passionate individuals with strong English/Spanish speaking/writing skills to be part of our family-oriented team. We are looking for caring individuals that love and enjoy talking to people and want to see our clients succeed in becoming home owners.

We offer:

Full-time position (40 hours per week)
Paid time off: Holiday & Vacation
Opportunities for career advancement and skill development
Be treated like family

2+ years of cold calling / appointment setting
Updated resume with employment dates
Must take DISC Personality Test -> https://lendihome.com/DISC-LOs
(take all 3 tests before interview, no exeptions!)

Caring individual that would love to see our clients realize the dream of homeownership
Team players but also able to work independently with minimal supervision
Must be able to follow pre-established checklists and procedures
Self-motivated and eager to learn
Ability to multitask and prioritize projects
Knowledge of CRM (SalesForce, a plus)
Strong knowledge of MS Outlook / Word / Excel
Knowledge of Google Calendar
Knowledge of Adobe Pro
Familiar with Google Sheets
PC / Internet Specs

CPU: At least i5
RAM: 8+
Main Boot: Solid State Drive (SSD)
Operating System: Windows 10+
Internet speed of minimum 5 Mbps +
Job Description

Take inbound calls with the upmost professionalism and phone etiquette
Schedule appointments from incoming calls with potential RealtorĀ® partners & new clients
Make outbound warm calls to new clients to schedule appointment
Follows up with old leads for appointments
Follows up with clients for pending documents
Manages team leader agenda using Outlook / Google Calendar / Booking page powered by OnceHub

9:00AM to 5:00PM PST

Application Process:

Take all 3 tests that compose the DISC personality test at https://lendihome.com/DISC-LOs
Send us your Video / Sound recording of you stating why you think you are a good fit for this position
Send copy of Resume and DISC report
Be available for zoom interview between 2:00PM to 4:30PM PST

Category Admin Support
Subcategory Telesales
Is this a project or a position? Project
Required availability Full time

Project duration More than 6 months

Skills needed

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